Sundaram Aggressive Hybrid Fund Regular Growth

Fund Overview

Fund Size

₹8,629 Cr

Expense Ratio

1.73%

ISIN

INF173K01CL8

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

14 Jan 2000

About this fund

Sundaram Aggressive Hybrid Fund Regular Growth is a Aggressive Allocation mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 26 years, 5 months and 21 days, having been launched on 14-Jan-00.
As of 03-Jul-26, it has a Net Asset Value (NAV) of ₹159.22, Assets Under Management (AUM) of 8629.36 Crores, and an expense ratio of 1.73%.

Sundaram Aggressive Hybrid Fund Regular Growth has given a CAGR return of 11.02% since inception.
The fund's asset allocation comprises around 70.74% in equities, 16.42% in debts, and 12.84% in cash & cash equivalents.
You can start investing in Sundaram Aggressive Hybrid Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-1.93%

+1.23% (Cat Avg.)

3 Years

+9.69%

+12.27% (Cat Avg.)

5 Years

+9.48%

+11.43% (Cat Avg.)

10 Years

+11.48%

+11.90% (Cat Avg.)

Since Inception

+11.02%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2026

Equity	₹6,104.4 Cr	70.74%
Debt	₹1,416.59 Cr	16.42%
Others	₹1,108.37 Cr	12.84%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
HDFC Bank Ltd	Equity	₹516.87 Cr	5.99%
ICICI Bank Ltd	Equity	₹507.59 Cr	5.88%
Treps	Cash - Repurchase Agreement	₹444.93 Cr	5.16%
Reliance Industries Ltd	Equity	₹424.21 Cr	4.92%
Bharti Airtel Ltd	Equity	₹340.05 Cr	3.94%
Cash Offset For Derivatives	Cash - General Offset	₹336.32 Cr	3.90%
Larsen & Toubro Ltd	Equity	₹323.93 Cr	3.75%
6.48% Govt Stock 2035	Bond - Gov't/Treasury	₹278.7 Cr	3.23%
Mahindra & Mahindra Ltd	Equity	₹262.5 Cr	3.04%
Kotak Mahindra Bank Ltd	Equity	₹220.18 Cr	2.55%
Bajaj Finance Ltd	Equity	₹190.77 Cr	2.21%
Tata Steel Ltd	Equity	₹158.03 Cr	1.83%
Bharat Electronics Ltd	Equity	₹147.2 Cr	1.71%
Cummins India Ltd	Equity	₹134.47 Cr	1.56%
Cholamandalam Investment and Finance Co Ltd	Equity	₹133.96 Cr	1.55%
Cash And Other Net Current Assets^	Cash - Collateral	₹-133.39 Cr	1.55%
PB Fintech Ltd	Equity	₹133.25 Cr	1.54%
Coforge Ltd	Equity	₹130.21 Cr	1.51%
Fractal Analytics Ltd	Equity	₹127.68 Cr	1.48%
Tata Power Co Ltd	Equity	₹121.65 Cr	1.41%
HCL Technologies Ltd	Equity	₹115.5 Cr	1.34%
Muthoot Finance Ltd	Equity	₹115.3 Cr	1.34%
Sundaram Money Market Dir Gr	Mutual Fund - Open End	₹111.2 Cr	1.29%
Embassy Office Parks REIT	Equity - REIT	₹108.47 Cr	1.26%
Billionbrains Garage Ventures Ltd	Equity	₹103.44 Cr	1.20%
Hindustan Unilever Ltd	Equity	₹103.18 Cr	1.20%
TVS Motor Co Ltd	Equity	₹102.59 Cr	1.19%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹101.86 Cr	1.18%
Coromandel International Ltd	Equity	₹100.79 Cr	1.17%
One97 Communications Ltd	Equity	₹95.19 Cr	1.10%
Icici Bank Ltd Jun-2026	Equity - Future	₹-92.28 Cr	1.07%
UltraTech Cement Ltd	Equity	₹88.8 Cr	1.03%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹84.57 Cr	0.98%
Amara Raja Energy & Mobility Ltd	Equity	₹82.11 Cr	0.95%
Multi Commodity Exchange of India Ltd	Equity	₹81.65 Cr	0.95%
Tata Consumer Products Ltd	Equity	₹80.62 Cr	0.93%
Reliance Industries Ltd Jun-2026	Equity - Future	₹-79.86 Cr	0.93%
Mankind Pharma Ltd	Equity	₹74.36 Cr	0.86%
Home First Finance Co India Ltd	Equity	₹71.14 Cr	0.82%
InterGlobe Aviation Ltd	Equity	₹71.01 Cr	0.82%
National Bank For Agriculture And Rural Development	Cash - CD/Time Deposit	₹70.78 Cr	0.82%
Oil & Natural Gas Corp Ltd	Equity	₹70.34 Cr	0.82%
Maruti Suzuki India Ltd	Equity	₹63.46 Cr	0.74%
Sun Pharmaceuticals Industries Ltd	Equity	₹62 Cr	0.72%
Aster DM Healthcare Ltd Ordinary Shares	Equity	₹61.98 Cr	0.72%
Bajaj Auto Ltd Jun-2026	Equity - Future	₹61.66 Cr	0.71%
Cash Offsets For Shorts & Derivatives	Cash - General Offset	₹61.66 Cr	0.71%
JK Cement Ltd	Equity	₹60.54 Cr	0.70%
Affle 3i Ltd	Equity	₹59.91 Cr	0.69%
CRISIL Ltd	Equity	₹57.62 Cr	0.67%
Hdfc Bank Ltd Jun-2026	Equity - Future	₹-57.1 Cr	0.66%
UNO Minda Ltd	Equity	₹55.56 Cr	0.64%
Brookfield India Real Estate Trust	Equity - REIT	₹54.86 Cr	0.64%
Mahindra & Mahindra Ltd Jun-2026	Equity - Future	₹-54.2 Cr	0.63%
MTAR Technologies Ltd	Equity	₹52.45 Cr	0.61%
Prudent Corporate Advisory Services Ltd	Equity	₹50.64 Cr	0.59%
Indegene Ltd	Equity	₹50.42 Cr	0.58%
7.23% Govt Stock 2039	Bond - Gov't/Treasury	₹50.07 Cr	0.58%
Punjab National Bank	Cash - CD/Time Deposit	₹47.47 Cr	0.55%
Bharti Airtel Ltd Jun-2026	Equity - Future	₹-47.15 Cr	0.55%
National Bank For Agriculture And Rural Development	Cash - CD/Time Deposit	₹47.14 Cr	0.55%
CCL Products (India) Ltd	Equity	₹46.39 Cr	0.54%
Vedanta Aluminium Metal Ltd	Equity	₹45.43 Cr	0.53%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹44.69 Cr	0.52%
Vedanta Ltd	Equity	₹43.6 Cr	0.51%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹42.12 Cr	0.49%
Indraprastha Gas Ltd	Equity	₹39.88 Cr	0.46%
GAIL (India) Ltd	Equity	₹39.7 Cr	0.46%
Prestige Estates Projects Ltd	Equity	₹39.21 Cr	0.45%
Bharti Telecom Limited	Bond - Corporate Bond	₹34.18 Cr	0.40%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹34.13 Cr	0.40%
KEI Industries Ltd	Equity	₹31.44 Cr	0.36%
7.18% Govt Stock 2037	Bond - Gov't/Treasury	₹30.26 Cr	0.35%
Cholamandalam Investment And Finance Company Limited	Bond - Corporate Bond	₹30.11 Cr	0.35%
Bajaj Finance Limited	Bond - Corporate Bond	₹29.88 Cr	0.35%
7.1% Govt Stock 2029	Bond - Gov't/Treasury	₹25.37 Cr	0.29%
7.1% Govt Stock 2034	Bond - Gov't/Treasury	₹25.13 Cr	0.29%
Elecon Engineering Co Ltd	Equity	₹25.11 Cr	0.29%
Shriram Finance Limited	Bond - Corporate Bond	₹25.01 Cr	0.29%
Small Industries Dev Bank Of India	Cash - Commercial Paper	₹24.99 Cr	0.29%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹24.96 Cr	0.29%
6.94% Govt Stock 2036	Bond - Gov't/Treasury	₹24.94 Cr	0.29%
Power Finance Corporation Limited	Bond - Corporate Bond	₹24.91 Cr	0.29%
HDFC Bank Limited	Bond - Corporate Bond	₹24.91 Cr	0.29%
LIC Housing Finance Ltd	Bond - Corporate Bond	₹24.91 Cr	0.29%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹24.91 Cr	0.29%
Rec Limited	Bond - Corporate Bond	₹24.91 Cr	0.29%
Power Finance Corporation Limited	Bond - Corporate Bond	₹24.88 Cr	0.29%
Muthoot Finance Limited	Bond - Corporate Bond	₹24.78 Cr	0.29%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹24.73 Cr	0.29%
Power Finance Corporation Limited	Bond - Corporate Bond	₹24.68 Cr	0.29%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹24.54 Cr	0.28%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹24.52 Cr	0.28%
State Bank Of India	Bond - Corporate Bond	₹24.42 Cr	0.28%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹24.42 Cr	0.28%
7.3% Govt Stock 2053	Bond - Gov't/Treasury	₹24.07 Cr	0.28%
7.34% Govt Stock 2064	Bond - Gov't/Treasury	₹23.95 Cr	0.28%
Small Industries Dev Bank Of India	Cash - CD/Time Deposit	₹23.65 Cr	0.27%
Mrs Bectors Food Specialities Ltd Ordinary Shares	Equity	₹22.54 Cr	0.26%
Cholamandalam Investment And Finance Company Limited	Bond - Corporate Bond	₹20.46 Cr	0.24%
Margin Money For Derivatives	Cash - Collateral	₹20.25 Cr	0.23%
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	₹19.97 Cr	0.23%
Rec Limited	Bond - Corporate Bond	₹19.74 Cr	0.23%
Kotak Mahindra Bank Ltd Jun-2026	Equity - Future	₹-16.69 Cr	0.19%
Jubilant Foodworks Ltd	Equity	₹15.92 Cr	0.18%
7.02% Govt Stock 2031	Bond - Gov't/Treasury	₹15.08 Cr	0.17%
LIC Housing Finance Ltd	Bond - Corporate Bond	₹15.07 Cr	0.17%
Bharti Telecom Limited	Bond - Corporate Bond	₹15.06 Cr	0.17%
Power Finance Corporation Limited	Bond - Corporate Bond	₹15.01 Cr	0.17%
Power Finance Corporation Limited	Bond - Corporate Bond	₹15 Cr	0.17%
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	₹14.95 Cr	0.17%
LIC Housing Finance Ltd	Bond - Corporate Bond	₹14.92 Cr	0.17%
Muthoot Finance Limited	Bond - Corporate Bond	₹14.92 Cr	0.17%
Power Finance Corporation Limited	Bond - Corporate Bond	₹14.79 Cr	0.17%
Bajaj Finance Limited	Bond - Corporate Bond	₹14.71 Cr	0.17%
Pnb Housing Finance Limited	Bond - Corporate Bond	₹13.76 Cr	0.16%
Bharat Electronics Ltd Jun-2026	Equity - Future	₹-13.62 Cr	0.16%
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	₹13.13 Cr	0.15%
Hindustan Unilever Ltd Jun-2026	Equity - Future	₹-12.87 Cr	0.15%
Bajaj Finance Ltd Jun-2026	Equity - Future	₹-12.6 Cr	0.15%
7.72% Karnataka Sgs 2035	Bond - Gov't/Treasury	₹9.99 Cr	0.12%
Rec Limited	Bond - Corporate Bond	₹9.99 Cr	0.12%
Hdb Financial Services Limited	Bond - Corporate Bond	₹9.99 Cr	0.12%
Pnb Housing Finance Limited	Bond - Corporate Bond	₹9.99 Cr	0.12%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹9.98 Cr	0.12%
Can Fin Homes Limited	Bond - Corporate Bond	₹9.98 Cr	0.12%
Interglobe Aviation Ltd Jun-2026	Equity - Future	₹-9.95 Cr	0.12%
Cholamandalam Investment And Finance Company Limited	Bond - Corporate Bond	₹9.91 Cr	0.11%
Hdb Financial Services Limited	Bond - Corporate Bond	₹9.88 Cr	0.11%
Bajaj Auto Ltd	Equity	₹7.37 Cr	0.09%
Talwandi Sabo Power Ltd	Equity	₹5.76 Cr	0.07%
Vedanta Oil and Gas Ltd	Equity	₹4.92 Cr	0.06%
Vedanta Iron And Steel Ltd	Equity	₹3.75 Cr	0.04%
Maruti Suzuki India Ltd Jun-2026	Equity - Future	₹-1.66 Cr	0.02%
Kwality Walls India Ltd	Equity	₹1.32 Cr	0.02%
Chennai Super Kings Ltd.	Equity	₹0.05 Cr	0.00%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

UNRATED

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹2,182.4 Cr	25.29%
Industrials	₹867.73 Cr	10.06%
Consumer Cyclical	₹609.25 Cr	7.06%
Energy	₹494.56 Cr	5.73%
Technology	₹468.58 Cr	5.43%
Basic Materials	₹456.68 Cr	5.29%
Communication Services	₹399.95 Cr	4.63%
Consumer Defensive	₹254.05 Cr	2.94%
Healthcare	₹248.75 Cr	2.88%
Utilities	₹201.22 Cr	2.33%
Real Estate	₹39.21 Cr	0.45%

Risk & Performance Ratios

Fund Managers

Kumaresh Ramakrishnan

Since June 2026

S. Bharath

Since January 2022

Clyton Fernandes

Since October 2024

Shalav Saket

Since February 2026

Additional Scheme Detailsas of 31st May 2026

ISIN

INF173K01CL8

Expense Ratio

1.73%

Exit Load

1.00%

Fund Size

₹8,629 Cr

Age

26 years 5 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
WhiteOak Capital Aggressive Hybrid Fund Regular Growth Very High Risk	-	0.0%	-	-
WhiteOak Capital Aggressive Hybrid Fund Direct Growth Very High Risk	-	0.0%	-	-
HSBC Aggressive Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹5504.80 Cr	5.5%
LIC MF Aggressive Hybrid Fund Direct Growth Very High Risk	1.1%	1.0%	₹512.31 Cr	0.8%
HDFC Hybrid Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹21910.19 Cr	-3.8%
HDFC Hybrid Equity Fund Regular Growth Very High Risk	1.6%	1.0%	₹21910.19 Cr	-4.5%
SBI Equity Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹84010.97 Cr	3.9%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹8629.36 Cr	-0.9%
Nippon India Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹3937.15 Cr	2.8%
JM Equity Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹691.85 Cr	-3.0%
HSBC Aggressive Hybrid Fund Regular Growth Very High Risk	1.6%	1.0%	₹5504.80 Cr	4.4%
Union Hybrid Equity Fund Regular Growth Very High Risk	2.0%	1.0%	₹708.23 Cr	1.0%
Union Hybrid Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹708.23 Cr	2.2%
Bank of India Mid & Small Cap Equity & Debt Direct Growth Very High Risk	0.6%	1.0%	₹1554.32 Cr	9.1%
Bank of India Mid & Small Cap Equity & Debt Regular Growth Very High Risk	1.8%	1.0%	₹1554.32 Cr	7.7%
Mirae Asset Hybrid Equity Fund Regular Growth Very High Risk	1.5%	1.0%	₹9285.29 Cr	3.0%
Mirae Asset Hybrid Equity Fund Direct Growth Very High Risk	0.4%	1.0%	₹9285.29 Cr	4.4%
Kotak Equity Hybrid Fund Regular Growth Very High Risk	1.8%	1.0%	₹8670.03 Cr	3.7%
Kotak Equity Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹8670.03 Cr	5.1%
Invesco India Equity & Bond Fund Regular Growth High Risk	2.0%	1.0%	₹759.90 Cr	-6.1%
Invesco India Equity & Bond Fund Direct Growth High Risk	0.7%	1.0%	₹759.90 Cr	-4.6%
Axis Equity Hybrid Fund Regular Growth High Risk	2.1%	1.0%	₹1429.23 Cr	0.3%
Axis Equity Hybrid Fund Direct Growth High Risk	1.1%	1.0%	₹1429.23 Cr	1.4%
Navi Equity Hybrid Fund Direct Growth Very High Risk	0.5%	0.0%	₹110.80 Cr	6.6%
Navi Equity Hybrid Fund Regular Growth Very High Risk	2.1%	0.0%	₹110.80 Cr	4.7%
UTI Hybrid Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹6473.37 Cr	0.4%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth Very High Risk	0.9%	1.0%	₹6934.15 Cr	0.2%
ICICI Prudential Equity & Debt Fund Direct Growth Very High Risk	0.8%	1.0%	₹50032.71 Cr	4.2%
Canara Robeco Equity Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹10952.96 Cr	1.8%
Tata Hybrid Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹3681.09 Cr	1.4%
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹1233.93 Cr	0.7%
Baroda BNP Paribas Aggressive Hybrid Fund Regular Growth Very High Risk	1.9%	1.0%	₹1233.93 Cr	-0.9%
DSP Equity & Bond Fund Direct Growth High Risk	0.6%	1.0%	₹11512.87 Cr	-1.0%
PGIM India Hybrid Equity Fund Direct Growth High Risk	0.8%	0.0%	₹201.84 Cr	0.5%
Edelweiss Aggressive Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹3667.10 Cr	2.1%
Quant Absolute Fund Direct Growth Very High Risk	1.3%	1.0%	₹2127.82 Cr	12.3%
Franklin India Equity Hybrid Fund Direct Growth Very High Risk	0.8%	1.0%	₹2289.68 Cr	-0.5%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Equity Hybrid Fund Regular Growth Very High Risk	2.4%	1.0%	₹417.89 Cr	16.6%
Aditya Birla Sun Life Equity Hybrid '95 Fund Regular Growth Very High Risk	1.5%	1.0%	₹6934.15 Cr	-0.5%
LIC MF Aggressive Hybrid Fund Regular Growth Very High Risk	2.1%	1.0%	₹512.31 Cr	-0.3%
Sundaram Aggressive Hybrid Fund Regular Growth High Risk	1.7%	1.0%	₹8629.36 Cr	-1.9%
JM Equity Hybrid Fund Regular Growth Very High Risk	2.0%	1.0%	₹691.85 Cr	-4.5%
Groww Aggressive Hybrid Fund Direct Growth Very High Risk	1.5%	1.0%	₹50.31 Cr	-0.3%
Groww Aggressive Hybrid Fund Regular Growth Very High Risk	2.4%	1.0%	₹50.31 Cr	-1.4%
ICICI Prudential Equity & Debt Fund Regular Growth Very High Risk	1.2%	1.0%	₹50032.71 Cr	3.6%
Franklin India Equity Hybrid Fund Regular Growth Very High Risk	1.7%	1.0%	₹2289.68 Cr	-1.6%
Shriram Hybrid Equity Fund Regular Growth Very High Risk	2.4%	1.0%	₹48.99 Cr	0.4%
Shriram Hybrid Equity Fund Direct Growth Very High Risk	0.7%	1.0%	₹48.99 Cr	2.2%
DSP Equity & Bond Fund Regular Growth High Risk	1.5%	1.0%	₹11512.87 Cr	-2.0%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹78,281 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Moderate Risk	0.3%	0.0%	₹67.36 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹948.12 Cr	-
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.6%	1.0%	₹1594.13 Cr	1.1%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹3286.20 Cr	8.5%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.0%	0.0%	₹30.67 Cr	6.5%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	1.0%	0.0%	₹75.75 Cr	6.2%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	0.9%	-	₹33.78 Cr	9.4%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	0.9%	0.0%	₹22.86 Cr	9.3%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.0%	0.0%	₹36.16 Cr	6.2%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	1.0%	0.0%	₹36.23 Cr	5.5%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2806.80 Cr	1.2%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.1%	1.0%	₹830.10 Cr	-2.4%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹8629.36 Cr	-0.9%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹7657.03 Cr	6.4%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹363.53 Cr	6.1%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.8%	0.0%	₹1064.37 Cr	1.9%
Sundaram Focused Fund Direct Growth Very High Risk	1.3%	0.0%	₹1016.14 Cr	0.6%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.6%	0.0%	₹139.36 Cr	5.4%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹186.76 Cr	5.7%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2330.91 Cr	6.4%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.6%	0.0%	₹1263.36 Cr	-2.2%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1641.95 Cr	0.7%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3000.75 Cr	-1.9%
Sundaram Services Fund Direct Growth Very High Risk	0.7%	1.0%	₹4717.59 Cr	1.7%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹1961.58 Cr	-1.4%
Sundaram Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹1734.41 Cr	6.4%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.2%	1.0%	₹34.62 Cr	4.1%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.7%	0.0%	₹997.04 Cr	6.9%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.8%	0.0%	₹1590.29 Cr	5.6%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹279.56 Cr	5.4%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹6690.34 Cr	6.0%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.4%	1.0%	₹171.79 Cr	23.4%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹623.14 Cr	5.2%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.1%	0.0%	₹18.56 Cr	-0.4%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3680.99 Cr	10.8%
Sundaram Diversified Equity Direct Growth Very High Risk	1.6%	0.0%	₹1284.20 Cr	-3.6%
Sundaram Consumption Fund Direct Growth Very High Risk	1.3%	0.0%	₹1387.62 Cr	-5.2%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹13686.66 Cr	6.6%
Sundaram Overnight Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1482.69 Cr	5.3%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹468.03 Cr	6.8%

Risk Level

Your principal amount will be at High Risk

Take control of your wealth

Track and Analyse all your investments with Dezerv

Rated ★ 4.3+ on

Still got questions?
We're here to help.

What is the current NAV of Sundaram Aggressive Hybrid Fund Regular Growth?

The NAV of Sundaram Aggressive Hybrid Fund Regular Growth, as of 03-Jul-2026, is ₹159.22.

What are the returns of Sundaram Aggressive Hybrid Fund Regular Growth?

The fund has generated -1.93% over the last 1 year and 9.69% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Sundaram Aggressive Hybrid Fund Regular Growth?

The fund's allocation of assets is distributed as 70.74% in equities, 16.42% in bonds, and 12.84% in cash and cash equivalents.

Who manages the Sundaram Aggressive Hybrid Fund Regular Growth?

The fund managers responsible for Sundaram Aggressive Hybrid Fund Regular Growth are:-

Kumaresh Ramakrishnan
S. Bharath
Clyton Fernandes
Shalav Saket

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

;

©2021-2026 Dezerv. All Rights Reserved

Dezerv Investments Pvt. Ltd. is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.

Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.

Sundaram Aggressive Hybrid Fund Regular Growth

Fund Overview